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Showing 2691 - 2700 of 4389 results for "financial Advice"

Optimo launches free robo strategy platform

KERRIE SYDEE  |  WEDNESDAY, 14 SEP 2016
... that focus on asset allocation, Optimo Pathfinder Online will allow advisers to deliver comprehensive strategic financial advice to clients in areas such as tax, superannuation, family tax benefits and the age pension. To do so Optimo Pathfinder Online ...

Elders appoints joint state manager

KERRIE SYDEE  |  WEDNESDAY, 14 SEP 2016
... planning practice, held a number of business and practice development roles and has most recently been providing financial advice to clients in Adelaide. Elders general manager Tony Beaven said: "Allan is another exceptional addition to Elders Financial ...

CIPR discussion paper by year's end

DARREN SNYDER  |  WEDNESDAY, 14 SEP 2016
... product; are not intended to eliminate bequests from superannuation; and are not intended to replace the need for financial advice. "No-one would actually be defaulted in to a CIPR. The government's intent and the recommendation from the Murray inquiry ...

ASIC accepts EU from Perth advice firm

ALEX BURKE  |  TUESDAY, 13 SEP 2016
ASIC has accepted an enforceable undertaking from a Perth financial advice firm. The regulator expressed concerns about compliance management at Neo Financial Solutions and has requested the group engage with an independent expert to assess these issues. ...

Kina appoints Suncorp vet as director

ALEX BURKE  |  MONDAY, 12 SEP 2016
... business in the coming years." Based in Papua New Guinea and founded in 1985, Kina offers lending, stockbroking, financial advice and investment management services to clients. Kina's bank is the fourth-largest in the country, and its wealth management ...

Experts give insights at 2016 Managed Accounts Forum

JAMIE WILLIAMSON  |  SUNDAY, 11 SEP 2016
... from Lonsec joined netwealth's Matt Heine to discuss how managed accounts are accelerating the growth of the financial advice industry. Those in attendance also heard from Watershed's Adrian Rowley on the role managed accounts play in navigating volatile ...

Advisers and aged care homes should forge relationships: BUPA

MARK SMITH  |  FRIDAY, 9 SEP 2016
Financial advice professionals can improve the already enormous role they can play in alleviating the emotional stress and administrative burden of helping people into managed aged care by forming relationships directly with care facilities in their ...

Infocus sets sights on culture

KERRIE SYDEE  |  FRIDAY, 9 SEP 2016
... Program. "This is resonating with advisers, who like our approach to helping re-engage around why they got into financial advice in the first place - to help clients. The Program is identifying and accessing immediate opportunities for growth for Program ...

Advisers need to control the finance food chain

JAMIE WILLIAMSON  |  THURSDAY, 8 SEP 2016
The food chain of financial advice has long been the wrong way around and needs to change, says Implemented Portfolios' co-founder and chief executive of strategic development Santi Burridge. Speaking at the recent Financial Standard Managed Accounts ...

Fears of increased compliance costs misguided

JAMIE WILLIAMSON  |  THURSDAY, 8 SEP 2016
... says transparent risk and governance measures have always been fundamental to the delivery of 'true' digital financial advice. Decimal believes compliance should already be at the core of robo-advice platforms utilised by enterprise organisations in ...